ABOUT MAXIM : Our Strengths

We seek creative solutions to our clients' unique investment needs while observing the highest professional standards and remaining completely aligned with our clients' best interests. We understand the importance of providing objective investment and financial advice, given today's complex investment landscape.

Headquartered in Portland, Oregon with a European office in Amsterdam, Maxim has deep knowledge of the worldwide investment landscape. We are unique in utilizing proven investment techniques in combination with personalized planning and tax strategies on behalf of our clients.

Our strengths can be summarized in the following four areas:

Consultative Approach with Professional Advice
From the beginning of your relationship with Maxim, you will have access to our high-quality team of investment, tax, and retirement planning professionals. We begin every relationship with a risk assessment and provide comprehensive retirement planning and tax strategies on an ongoing basis through frequent and candid communications.

World-Class Investment Management
We are trained investment professionals with the highest credentials in the industry. We believe in building disciplined investment portfolios utilizing sector and style rotation with stocks and bonds in combination with the best in outside managed funds. Our disciplined approach combined with our tax efficient focus has yielded proven results for our clients.

Competitive Cost of Service
It is our goal to provide a quality service to our clients for a reasonable fee. Given that we use our own individual stock and bond portfolios combined with index funds and institutional mutual funds (which are not available to retail investors), the total cost of our service is generally less than the cost of managing your own investments using mutual funds.

A Trusted Partner
As an independent investment firm, we are free from the conflicts inherent in the traditional commission-based brokerage model. Our fee-only approach allows us to make investment decisions without regard to how they may benefit us; the focus is always on you, the client, and your best interests. We never take custody of client assets; rather, we utilize leading custodians to safeguard them and maintain limited power to initiate buys and sells within your account. We have earned the trust of our clients through knowledgeable financial advice and proven investment success.